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David Stevens CFP®
President
Jason Wintersteen
Private Wealth Manager
Natalia Stevens
Director of Operations
Carol Meister
Administrative Assistant/Operations
Justin Carlson CFP®, ChFC®
Private Wealth Manager/ VP of Strategy Implementation
Gloria Baxter
Operations Manager
Chris Arthur, MBA, CFA®
Senior Portfolio Manager
Acha Keyani, MS, CFA®, CAIA®
Portfolio Manager
Jake Anderson, CFP®
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.We listen. We strategize. We engage. We resolve issues.
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